Taynia Vakapuna is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at Austin Private Wealth LLC and Aegis Wealth Group LLC. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse range of clients, including individuals, families, trusts, corporations, and institutional investors, offering services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Matthew Johnson is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Carson Wealth, Signal Wealth Advisors, and Thom K Hall Financial Group. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Keegan Clark is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and three years of industry experience. His prior firms include Fidelity Investments and Wells Fargo Clearing Services LLC. Outside of his advisory work, Clark is involved in modeling and acting through Urban Talent in Salt Lake City. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with personalized asset allocation and retirement guidance services, utilizing proprietary software and Morningstar Investment Management’s model portfolios to support both managed and non-discretionary advice programs.

James Winokur is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in South Jordan, UT, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Nationallife Group, CreativeOne Wealth, ARS Investment Advisors, and OneAmerica Securities. Outside of his advisory work, he is a principal of Win Retirement Solutions, a separate investment-related business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Robert Merrill is a financial advisor with Stratos Wealth Partners, Ltd in Holladay, UT. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at LPL Financial, Cetera, and State Farm. Merrill is also the owner of Artistry in Motion LLC, a business unrelated to investment advisory. Stratos Wealth Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of financial services through a large network of investment adviser representatives, combining individualized asset allocation and active monitoring with access to proprietary and third-party investment strategies.

Steven Kapsimalis is a financial advisor at Centaurus Financial, Inc. in Draper, UT, holding Series 63 and Series 65 registrations with 43 years of industry experience. He has been with Centaurus Financial since 2012. Outside of his advisory role, he is also an insurance agent selling universal life insurance through Crump Insurance Agency. Centaurus Financial serves a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary strategies alongside a variety of analytical approaches.

Nathan Woodbury is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2012. Outside of his advisory role, he pursues woodworking as a hobby, creating and selling custom bookshelves and mantles. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of platforms and employs a mix of fundamental and technical investment analysis.

Anthony Taylor is a financial advisor with Eagle Strategies (NY Life) based in Sandy, Utah. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Taylor has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1998 and operates under the DBA Taylor’d Financial, brokering non-registered insurance products. He also invests personally in cryptocurrency and holds passive investment roles in NYLARC Holding Company Inc. and Reef Capital Partners LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm delivers tailored advice across multiple program types, with a significant focus on non-discretionary assets and relationships with various institutional sponsors within an integrated New York Life structure.

Barry Watson is a CFP® and Series 65-registered advisor with 13 years of industry experience. He is currently a wealth advisor at Sequoia Financial Group, L.L.C. and has held roles at Martin Worley Group and Ridgehorn Consulting, LLC. Watson also provides consulting services to small businesses on accounting, internal controls, and financial analysis. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and customized portfolios overseen by an Investment Policy Committee, utilizing a variety of investment vehicles and approaches supported by fundamental, technical, and cyclical analysis.

Connor Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he has worked at Sterling Financial Group and Fidelity Investments, among other positions. He is also involved in fixed insurance sales as a side business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Bret Andrus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2000. Outside of his advisory role, Andrus is active as an insurance agent operating under the local business name 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing a significant portfolio of discretionary and non-discretionary assets.

Stockton Enger is a financial advisor with D.A. Davidson & Co. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Fidelity Investments and held roles in education and with the Utah Jazz. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of advisory services under fiduciary standards, utilizing qualitative and quantitative analysis, and includes programs such as ERISA retirement plan advisory and a Private Wealth program for clients with significant assets.

Jack Feldman Jr. is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Peterson and Associates and Managed Wealth Financial. In addition to his advisory work, he operated small businesses in photography and woodworking. Transamerica Financial Advisors serves a diverse client base with both advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary management options.

Benjamin Hewlett is a CFP®-credentialed financial advisor with seven years of industry experience. He is affiliated with CWM, LLC and has previously worked with firms including Carson Wealth and Cetera Advisor Networks. Outside of advising, he is also an insurance agent selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary management approach using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement plan services alongside portfolio management and financial planning.

Jill Pettijohn is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management and Transamerica Financial Advisors. Outside of her advisory roles, she has experience with technology companies such as Lyft and Uber. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers both direct individual plans and corporate financial planning solutions.

David Wright is a financial advisor with Ameriprise Financial Services in Draper, Utah, holding Series 63 and Series 65 credentials and seven years of industry experience. His background includes roles at Ameriprise Financial and The Vanguard Group, as well as employment with BlenderBottle and Brigham Young University. Outside of financial advising, he owns a tart cherry juice company called CherriON. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools, with implementation conducted on a non-discretionary basis by clients or their advisors.

Brandon Nelson is a CFP® and ChFC® credentialed financial advisor with 27 years of industry experience. He has worked at OSAIC since 2025 and previously spent 24 years at Lincoln Financial Advisors. Outside his advisory role, he serves as a finance assistant clerk for his local church, managing financial records and budgets. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, leveraging asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Marina Vest is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 65, Series 63, and Series 66 licenses. Her career includes multiple tenures at Morgan Stanley, interrupted by three years dedicated to homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Tyler Brough is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. He is based in Sandy, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Barney is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Financial Corporation and Utah Valley University. Outside of his advisory role, he has experience in academic settings and brief involvement in other businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, operating through a large network of independent advisors.